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Name Holding Trade Value Shares
Change
Change in
Stake
WOSD
451
WFA of San Diego
California
– -$49K -13,329 Closed
BRWM
452
B. Riley Wealth Management
Tennessee
– -$51K -11,677 Closed
Great Valley Advisor Group
453
Great Valley Advisor Group
Delaware
– -$45K -10,325 Closed
WP
454
WealthSource Partners
California
– -$45K -10,274 Closed
Pathstone Family Office
455
Pathstone Family Office
New Jersey
– -$32K -7,500 Closed
Synovus Financial
456
Synovus Financial
Georgia
– -$24K -5,500 Closed
RWB
457
RMR Wealth Builders
New Jersey
– -$23K -5,127 Closed
Balentine LLC
458
Balentine LLC
Georgia
– -$10K -2,335 Closed
1W
459
1776 Wealth
Georgia
– -$8K -2,000 Closed
TI
460
tru Independence
Oregon
– -$7K -1,514 Closed
GWMIA
461
Global Wealth Management Investment Advisory
Florida
– -$6K -1,430 Closed
Apollon Wealth Management
462
Apollon Wealth Management
South Carolina
– -$5K -1,236 Closed
Prime Capital Investment Advisors
463
Prime Capital Investment Advisors
Kansas
– -$4K -1,020 Closed
HS
464
Horan Securities
United States
– -$4K -1,000 Closed
SCA
465
Stonebridge Capital Advisors
Minnesota
– -$4K -931 Closed
HM Payson & Co
466
HM Payson & Co
Maine
– -$2K -500 Closed
ClearBridge Investments
467
ClearBridge Investments
New York
– -$2K -494 Closed
THWM
468
Taylor Hoffman Wealth Management
Virginia
– -$2K -428 Closed
FWM
469
Focused Wealth Management
New York
– -$1.8K -400 -88%
WFMPM
470
Woodley Farra Manion Portfolio Management
Indiana
– -$1K -150 Closed
ACA
471
Atlas Capital Advisors
Wyoming
– -$330 -75 Closed
BWM
472
BerganKDV Wealth Management
Minnesota
– -$261 -58 -37%
TC
473
Trust Company
Kansas
– -$1K -55 Closed
Bartlett & Co
474
Bartlett & Co
Ohio
– +$9 +2 New
PS
475
Planned Solutions
California
– +$45 +10 New